Vertiv Holdings Co
VRT- Exchange
- NYSE
- Industry
- Electronic Components, NEC
- SEC CIK
- 0001674101
In the last 90 days, Vertiv Holdings Co insiders filed 0 open-market purchases and 1 sale; 2,061 institutions reported holding it in 13F filings for Q2 2026, worth $105.0B in total; superinvestors Coatue Management and Fundsmith hold it.
13F holders, Q4 2023
Institutional positions in Vertiv Holdings Co as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 583
- +134 vs. Q3 2023
- Shares held
- 343.9M
- +4.07M (+1.2%) vs. Q3 2023
- Total value
- $16.5B
- +$3.82B (+30.1%) vs. Q3 2023
- New holders
- 196
- 177 more added
- Sold out
- 62
- 179 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,061 | $105.0B |
| Q1 2026 | 1,841 | $78.7B |
| Q4 2025 | 1,614 | $48.5B |
| Q3 2025 | 1,436 | $45.3B |
| Q2 2025 | 1,310 | $39.4B |
| Q1 2025 | 1,148 | $21.7B |
| Q4 2024 | 1,202 | $35.5B |
| Q3 2024 | 1,024 | $32.0B |
| Q2 2024 | 909 | $27.0B |
| Q1 2024 | 759 | $25.2B |
| Q4 2023 | 583 | $16.5B |
| Q3 2023 | 454 | $12.7B |
| Q2 2023 | 352 | $8.44B |
| Q1 2023 | 298 | $4.85B |
| Q4 2022 | 286 | $4.67B |
| Q3 2022 | 254 | $3.40B |
| Q2 2022 | 290 | $2.77B |
| Q1 2022 | 294 | $4.66B |
| Q4 2021 | 307 | $8.19B |
| Q3 2021 | 294 | $7.83B |
| Q2 2021 | 294 | $9.23B |
| Q1 2021 | 278 | $6.55B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 1 | $37 | 0.00% | +1 | New |
| Motco | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $144 | 0.00% | +1+50.0% | Added |
| Bokf, NA | 4 | $192 | 0.00% | −23−85.2% | Reduced |
| Parkside Financial Bank & Trust | 4 | $193 | 0.00% | −11−73.3% | Reduced |
| Cornerstone Planning Group LLC | 5 | $240 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $289 | 0.00% | +2+50.0% | Added |
| JJJ Advisors Inc. | 7 | $337 | 0.00% | +7 | New |
| First Pacific Financial | 8 | $385 | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 14 | $672 | 0.00% | +10+250.0% | Added |
| Delta Asset Management LLC | 14 | $672 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $961 | 0.00% | +20 | New |
| Avion Wealth | 25 | $1.00K | 0.00% | +12+92.3% | Added |
| Valley National Advisers Inc | 35 | $1.00K | 0.00% | +35 | New |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $1.82K | 0.00% | +38 | New |
| SJS Investment Consulting Inc. | 39 | $1.87K | 0.00% | +9+30.0% | Added |
| Toth Financial Advisory Corp | 40 | $1.92K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $2.02K | 0.00% | +17+68.0% | Added |
| Lee Financial Co | 48 | $2.31K | 0.00% | +48 | New |
| Sachetta, LLC | 49 | $2.35K | 0.00% | +49 | New |
| IFP Advisors, Inc | 50 | $2.40K | 0.00% | −56−52.8% | Reduced |
| Capital Advisors, Ltd. LLC | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 68 | $3.29K | 0.00% | −82−54.7% | Reduced |
| Harbour Investments, Inc. | 77 | $3.70K | 0.00% | +61+381.3% | Added |
| FSA Wealth Management LLC | 83 | $4.00K | 0.00% | +83 | New |
| Jones Financial Companies LLLP | 90 | $4.32K | 0.00% | +4+4.7% | Added |
| JFS Wealth Advisors, LLC | 90 | $4.32K | 0.00% | +19+26.8% | Added |
| Ronald Blue Trust, Inc. | 133 | $5.00K | 0.00% | +100+303.0% | Added |
| Rothschild Investment LLC | 110 | $5.28K | 0.00% | +110 | New |
| Rakuten Securities, Inc. | 110 | $5.28K | 0.00% | +110 | New |
| Lummis Asset Management, LP | 112 | $5.38K | 0.00% | +112 | New |
| FIL Ltd | 126 | $6.05K | 0.00% | +31+32.6% | Added |
| Rosenberg Matthew Hamilton | 127 | $6.10K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 139 | $6.68K | 0.00% | +139 | New |
| REAP Financial Group, LLC | 143 | $6.87K | 0.00% | +143 | New |
| VisionPoint Advisory Group, LLC | 145 | $6.96K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 147 | $7.06K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 150 | $7.21K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 150 | $7.21K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 156 | $7.49K | 0.01% | +54+52.9% | Added |
| Pier Capital, LLC | 159 | $7.64K | 0.00% | +159 | New |
| Versant Capital Management, Inc | 171 | $8.21K | 0.00% | −13−7.1% | Reduced |
| Sandy Spring Bank | 195 | $9.37K | 0.00% | +195 | New |
| Creative Financial Designs Inc | 200 | $9.61K | 0.00% | +200 | New |
| TD Private Client Wealth LLC | 203 | $9.75K | 0.00% | −92−31.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 218 | $10.0K | 0.00% | +118+118.0% | Added |
| Loomis Sayles & Co L P | 224 | $11.0K | 0.00% | −177−44.1% | Reduced |
| Private Trust Co NA | 238 | $11.4K | 0.00% | −714−75.0% | Reduced |
| Rakuten Investment Management, Inc. | 246 | $12.0K | 0.00% | +246 | New |
| Glassman Wealth Services | 298 | $14.3K | 0.00% | +199+201.0% | Added |
| Farmers & Merchants Investments Inc | 300 | $14.4K | 0.00% | +300 | New |
| Carolinas Wealth Consulting LLC | 300 | $14.4K | 0.00% | +300 | New |
| Huntington National Bank | 306 | $14.7K | 0.00% | −1,023−77.0% | Reduced |
| Ancora Advisors, LLC | 333 | $16.0K | 0.00% | +333 | New |
| Acadian Asset Management LLC | 358 | $17.0K | 0.00% | −309−46.3% | Reduced |
| Venturi Wealth Management, LLC | 365 | $17.5K | 0.00% | +143+64.4% | Added |
| Central Trust Co | 379 | $18.2K | 0.00% | −57−13.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 384 | $18.4K | 0.01% | +221+135.6% | Added |
| Parallel Advisors, LLC | 396 | $19.0K | 0.00% | +66+20.0% | Added |
| Hollencrest Capital Management | 400 | $19.2K | 0.00% | +400 | New |
| Allworth Financial LP | 408 | $19.6K | 0.00% | +298+270.9% | Added |
| Lindbrook Capital, LLC | 413 | $19.8K | 0.00% | +309+297.1% | Added |
| Bell Investment Advisors, Inc | 427 | $20.5K | 0.00% | −9−2.1% | Reduced |
| Quarry LP | 428 | $20.6K | 0.01% | −390−47.7% | Reduced |
| Principal Securities, Inc. | 440 | $21.1K | 0.00% | +440 | New |
| Leonteq Securities AG | 470 | $22.6K | 0.00% | −3,530−88.3% | Reduced |
| Ramirez Asset Management, Inc. | 550 | $26.4K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 571 | $27.4K | 0.01% | +252+79.0% | Added |
| GAMMA Investing LLC | 534 | $30.1K | 0.01% | +534 | New |
| Proequities, Inc. | 764 | $36.7K | 0.00% | +436+132.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $38.4K | 0.00% | +800 | New |
| Global Retirement Partners, LLC | 794 | $39.7K | 0.00% | −794−50.0% | Reduced |
| Quadrant Capital Group LLC | 857 | $41.2K | 0.00% | +170+24.7% | Added |
| TFC Financial Management | 880 | $42.3K | 0.01% | +880 | New |
| Harbor Investment Advisory, LLC | 1,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,080 | $51.9K | 0.00% | +1,034+2,247.8% | Added |
| Colonial Trust Advisors | 1,200 | $57.6K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,200 | $57.6K | 0.00% | +1,200 | New |
| Clearstead Advisors, LLC | 1,240 | $59.6K | 0.00% | +215+21.0% | Added |
| Coppell Advisory Solutions LLC | 1,306 | $62.7K | 0.01% | +1,306 | New |
| Stephens Inc | 1,319 | $63.4K | 0.00% | −238−15.3% | Reduced |
| Covestor Ltd | 1,390 | $67.0K | 0.05% | +944+211.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,466 | $70.4K | 0.01% | +1,466 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,500 | $73.0K | 0.03% | +1,500 | New |
| AlphaCentric Advisors LLC | 1,581 | $75.9K | 0.05% | +1,581 | New |
| Hexagon Capital Partners LLC | 1,636 | $78.6K | 0.02% | −154−8.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,940 | $93.2K | 0.00% | +1,341+223.9% | Added |
| Brown Brothers Harriman & Co | 2,500 | $120.1K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 2,500 | $120.1K | 0.00% | +2,500 | New |
| Atlas Capital Advisors LLC | 2,574 | $123.6K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 2,938 | $141.1K | 0.17% | +2,938 | New |
| American International Group, Inc. | 3,041 | $146.1K | 0.00% | −79−2.5% | Reduced |
| FWL Investment Management, LLC | 3,081 | $148.0K | 0.09% | +2,162+235.3% | Added |
| Signaturefd, LLC | 3,474 | $166.9K | 0.00% | +115+3.4% | Added |
| Kapitalo Investimentos Ltda | 3,484 | $167.3K | 0.03% | +3,484 | New |
| First Horizon Advisors, Inc. | 3,583 | $172.1K | 0.01% | +2,921+441.2% | Added |
| Ostrum Asset Management | 3,913 | $187.9K | 0.02% | +3,913 | New |
| State of Wyoming | 4,174 | $200.5K | 0.04% | −1,186−22.1% | Reduced |
| Arkadios Wealth Advisors | 4,191 | $201.3K | 0.02% | +4,191 | New |
| Personal Cfo Solutions, LLC | 4,199 | $201.7K | 0.03% | +4,199 | New |